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Tax Planning Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

Investment Management Guide

Post-IPO Lockup Playbook: Sell Smart, Minimize Taxes, Protect Your Gains

Your IPO lockup expiration is just the beginning. With a multi-year strategy and expert advice you can turn uncertainty into lasting value.

Market Commentary Article

Factor Investing 101: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains factor investing — an evidence-based strategy to improve expected returns while maintaining transparency 

An advisor working with their client on an RIA
Financial Planning Article

What Is an RIA? What Investors Should Know

Learn what a Registered Investment Advisor (RIA) is, how RIAs are regulated, how they differ from financial advisors, and the benefits of working with a fiduciary advisor.

Two women discussing how to use leftover funds in a 529
Financial Planning Article

Beyond Tuition: How to Repurpose Unused 529 Plan Savings

Extra 529 plan funds are flexible, with options for education, family beneficiaries, Roth IRA rollovers, ABLE accounts, or strategic withdrawals.

A couple tax planning with their advisor
Tax Planning Article

Tax Filing vs. Tax Planning: Year Round Tax Planning Matters

Tax planning goes beyond filing to help improve future after tax outcomes.

Market Commentary Article

The Economic and Market Impact of the Iran War After One Month: Insights From Our CIO

The conflict is ongoing and rapidly evolving, but early evidence shows the extent of the economic impact

Market Commentary Article

Is There a Crisis Brewing in Private Credit?

VP of Portfolio Management David Krakauer analyzes why the current concerns about private credit may be overblown.

Market Commentary Article

The Stock Market Was Strong Entering the Turmoil of the Iran War

U.S. companies were well positioned heading into the current bout of international turmoil, according to their latest round of quarterly reports

A ship in the ocean
Market Commentary Article

Will War with Iran Push the U.S. into Recession?

The dramatic increase in oil prices has not thus far reached a level that would tip the U.S. economy into recession.

Market Commentary Article

The Case for Calm Amid War and Oil Crisis: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains why this is not a moment for bold portfolio moves.

Market Commentary Article

A Return of Geopolitical Uncertainty

Mercer Advisors VP of Portfolio Management David Krakauer explains what to watch amid the Iran conflict and why this is a moment not to overreact.

A couple looking at art
Estate Planning Article

Estate Planning: Protecting Tangible Assets and Collectibles

Learn how estate planning as part of financial planning can help protect tangible assets, collectibles, and heirlooms while supporting tax efficiency and long‑term legacy goals.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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Tax Planning & Preparation
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